הפודקאסטים הטובים ביותר ב-Lee Perkins (2024)

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From Overwhelmed to Overjoyed: A Retirement Transformation Story 13:58

23h ago13:58

13:58

In today's episode of My Retirement Clarity with Lee Perkins, we dive into a story of transformation, perseverance, and ultimately, triumph. Lee shares the journey of a client who, at 43, believed retirement was an impossible dream. Saddled with debt, family pressures, and a lack of financial direction, she was overwhelmed by the thought of mandato…

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Retirement Questions That Baby Boomers & Gen X Are Asking 24:27

15d ago24:27

24:27

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’ll focus on some …

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Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud 20:54

29d ago20:54

20:54

As much as any other threat, recognizing and avoiding scams has become an essential skill, particularly for retirees. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in thi…

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Mailbag: How Do I Stop Going in Circles and Make Financial Decisions? 17:50

1M ago17:50

17:50

We’ve got a mailbag edition of the show today! We’ve gathered some great questions over the last several weeks that we’re excited to share with you. From the tax implications of financial gifts to navigating retirement spending and overcoming indecision, Lee is here to shed light on a range of real-world topics. Dorothy asks for advice on how to fi…

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Are Your Good Money Habits Holding You Back? 25:40

2M ago25:40

25:40

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected…

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Retirement Planning Is Harder Than It Used To Be 23:49

2M ago23:49

23:49

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. In this episode, we’re diving into the changing landscape of retirement pla…

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The Next Phase of Life 16:40

2M ago16:40

16:40

In this episode, Lee reflects on the journey of JL Perkins Wealth Management over the past decade. From its humble beginnings with just Lee and his sister Francesca, the firm has evolved through unexpected transitions, including office expansions and team changes. As JL Perkins Wealth Management celebrates its 10th anniversary, Lee shares insights …

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Questions You Must Ask Your Financial Advisor 26:24

4M ago26:24

26:24

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. Here’s some of what we discuss in this episode: The different types of fee structure…

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Financial Tips For The First Quarter of 2024 20:54

4M ago20:54

20:54

2023 is coming to an end, and, if we had to guess, there are probably some financial tasks you wish you’d taken care of this year. Not to worry, because in this week’s episode, Lee is going to share six planning tips that you can address during the first quarter of 2024. Let’s kick off the new year the right way! Here’s some of what we discuss in t…

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Die With Zero Regrets 18:09

4M ago18:09

18:09

Have you ever stopped to ask yourself about the purpose of the money you’ve worked to save throughout your life? In financial planning, it can be easy to fall into the trap of simply viewing your wealth as a numerical scorecard, measured by monthly statements and investment returns. But as we often remind our clients, retirement planning is not jus…

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Money Mistakes You’ll Regret and How to Avoid Them 20:30

5M ago20:30

20:30

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about reti…

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Retirement Planning’s “Hidden” Questions 20:54

6M ago20:54

20:54

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about reti…

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How Should I Invest For My Grandkid’s College Fund? & More: Mailbag Episode 23:23

6M ago23:23

23:23

Welcome back to My Retirement Clarity! This week, we’re diving into the listener mailbag to answer your questions. We’re covering a variety of topics today, many of which get asked in the office quite often. From investing in your grandkid’s college fund to how much to spend on a forever home, this episode is sure to have a takeaway for everyone. H…

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The Future of Retirement In America: Is The Glass Half Full or Half Empty? 25:01

7M ago25:01

25:01

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence …

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Retirement: Ready Or Not, Here It Comes 24:39

7M ago24:39

24:39

Are you nearing “retirement age”? If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire. Here are some key takeaways from this episode: Usually people ha…

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Is Having a Roth IRA a Bad Idea? 19:29

7M ago19:29

19:29

Welcome back to the My Retirement Clarity podcast! Today, Lee and Ben dive into a Yahoo Finance that claims someone lost over $400,000 of their retirement savings in a Roth IRA. Is the Roth IRA really to blame, or is there more to the story? Here’s an overview of what we discuss in this episode: Tax planning and tax diversification are essential as…

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Healthy Journey- How Lee Has Lost 34 Pounds in 3 Months 36:24

8M ago36:24

36:24

This week, we’re switching things up to talk about a very important topic: health and wellness! Join us as we sit down with the inspiring health and wellness expert, Lizzie Gossett, who has played a vital role in helping Lee lose an incredible 34 pounds in 3 months. We’re excited to have her on the podcast today to share her insights on prioritizin…

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The 7-Hour Passport 22:21

8M ago22:21

22:21

Ever been on the receiving end of ‘the look’ from your spouse? In this episode, Lee recounts the dreaded look he got from his wife a few weeks ago after a meticulously planned family trip to the Bahamas was almost derailed due to a passport oversight- discovered a mere 21 hours before departure. In this episode, Lee shares his crazy adventure of ac…

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Resolving Financial Tension Between Couples – Bonus Episode 20:54

9M ago20:54

20:54

We’re back with a bonus episode on resolving financial tension between couples! After popular demand, we’re exploring five more common areas of financial tension: retirement housing, emergency funds, handling inheritances, insurance, and spending habits. Stay tuned to learn how advisors like Lee work to resolve conflicts in these areas as they aris…

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5 Ways to Resolve Financial Tension Between Couples 22:08

9M ago22:08

22:08

Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the mos…

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3 Ways To Gain Financial Independence 15:47

9M ago15:47

15:47

Celebrate the spirit of the month with our latest episode as we tackle the concept of financial independence. While the American colonists fought for freedom from British rule, Lee is here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets req…

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Is A Buffer ETF Strategy Right For You? 15:07

9M ago15:07

15:07

Everybody wants to make money, but nobody wants to lose it. In today's episode, Lee discusses a specific investment strategy that aims to limit downside risk while offering attractive upside potential. This strategy, known as a Defined Outcome ETF or Buffered ETF strategy, provides a unique approach to investing, especially in uncertain times like …

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Why You Should NOT Invest In A 401(k) 22:30

10M ago22:30

22:30

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-prov…

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The Talk That Could Save Your Family 18:07

10M ago18:07

18:07

In today’s episode, Lee will talk about one of the most important discussions you should have with your family once you enter the fourth quarter of your life. Although talking about what will happen to your money and possessions once you pass away can be uncomfortable, this conversation is critical. Doing so has the potential to preserve and safegu…

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Bad Money Habits Could Spoil Your Retirement Party 28:17

10M ago28:17

28:17

Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits fro…

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Debt Ceiling and Political Theater 16:04

10M ago16:04

16:04

Recently, the media has been flooded with information about the debt ceiling issues, fueling fears and speculation. However, it's important to recognize this as political theater, with each side playing their role and blaming the other. In this episode, Lee dives into the reality behind the scenes, reminding you that this is not a unique event and …

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Financial Decisions During 7 Pivotal Life Events 30:59

11M ago30:59

30:59

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, Lee will provide practical tips and gui…

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Ep 110: Is the TSP the G.O.A.T. of Retirement Plans? 17:32

11M ago17:32

17:32

Is the TSP, also known as the Thrift Savings Plan, truly the greatest investment platform of all time? There are a lot of people that would answer yes to this question, so in today’s episode, we’ll explore any potential shortcomings it may have. Specifically, we will dive into a recent conversation between Lee and a client who had their funds in a …

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Ep 109: Retiring With Honors: Financial Planning Lessons From The Classroom 22:35

11M ago22:35

22:35

From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from them. In today’s episode, we’re seeing what we can learn from teachers and the issues they face. Let’s look at how homework, standardized testing, and customized learning…

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Ep 108: McDonalds, Chick-fil-A, and Robo Advisors 16:52

11M ago16:52

16:52

Artificial intelligence has made massive improvements lately, impacting almost every industry. There has been a lot of chatter about this taking over the financial sector as well. So, is artificial intelligence good or bad for the advisor world? We’ll talk about this and more on today’s show. Here’s what we’ll discuss in this episode: Technology ha…

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Ep 107: How Do You Measure Retirement Success? 16:58

12M ago16:58

16:58

How do you measure success in retirement? While having enough money saved for retirement is important, it shouldn’t be the only measuring stick for success. In this episode, we explore three other areas to consider when measuring retirement success: time, self-worth, and ideal days. Here’s what we’ll discuss in this episode: Lee shares about his we…

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Ep 106: Mailbag- Protecting Your Savings, Retiring Early, Roth Conversions, And More! 23:15

12M ago23:15

23:15

We’re back with another mailbag episode! We’ve received some excellent listener questions recently, and we’re going to dive into a few of them on today’s show. Stay tuned to gain valuable insights and practical solutions to real-life financial challenges and questions. In today’s episode, we’ll discuss protecting your savings and investments from c…

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Ep 105: A Comprehensive Dismantling Of 2023’s Top Social Security Myths 26:09

12M ago26:09

26:09

As most of us know, navigating Social Security can be a challenge, and unfortunately, there is a lot of misinformation about there about this important benefit. With so much confusion surrounding this topic, we’re here today to set the record straight. In this episode, we’re debunking the most common myths about Social Security and answering the qu…

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Ep 104: How Much Do I Need To Retire? 13:37

1y ago13:37

13:37

Lee has been working in the financial industry for over 16 years, and during that time, has encountered a wide variety of financial planning questions. However, there is one question that seems to come up more frequently than any other: "How much do I need to retire?" Is one million enough for everyone? Although it appears to be a straightforward q…

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Ep 103: How To Lose All Of Your Money 17:42

1y ago17:42

17:42

As you prepare for retirement, you want to make sure you’re doing everything you can to secure your financial future. We’ve talked a lot on this podcast about strategies to help you grow your wealth for retirement, but it’s just as important to consider the risks that could wipe out your savings entirely. On today’s episode, we’re covering the two …

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Ep 102: Should An Advisor Tailor A Plan To Fit Your Personality? 22:33

1y ago22:33

22:33

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters, and we’ve found that most of our clients fall into one of the categories we’ll discuss today. In this episode, we’ll explore how understanding your financial pers…

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Ep 101: Moving Your Retirement Goalposts - Is It Worth The Risk? 20:51

1y ago20:51

20:51

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. Here are some of the topics we w…

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Ep 100: Facing Financial Fear in Retirement 22:02

1y ago22:02

22:02

In this episode, we’ll highlight the most common financial fears and discuss how to address them in your retirement plan. Whether you are worried about running out of money during retirement or aren’t sure how to find the best financial advisor for your situation, this episode will help you face these fears head on. Here are some of the topics we w…

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Ep 99: Why Am I Afraid to Spend My Money? 20:21

1y ago20:21

20:21

We work with some tremendous savers who worked hard and sacrificed to build a nest egg, and that mindset isn’t easy to move away from. Many of those same savers are afraid to spend their own money once they’ve reached retirement. So what can you do to embrace that mindset shift? We’ll share a recent conversation we had about this and discuss some w…

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Ep 98: Four Ways The SECURE Act 2.0 Might Impact You 20:31

1y ago20:31

20:31

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. This follows the original piece of legislation that took effect at the beginning of 2020. With a list of nearly 100 provisions, there’s too much to sort out in one show. Instead, we want to highlight a few of the planning opportunities that could a…

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Ep 97: Living Off the Interest in Retirement 14:27

1y ago14:27

14:27

If you’ve been a good saver for most of your life, you might find yourself in a position at retirement where you want to try to live off the interest the money can make you rather than tapping into your nest egg. It’s a great idea and would go a long way toward protecting your money, but is it a realistic goal? In today’s episode, Lee is going to t…

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Ep 96: Setting Financial, Business and Personal Goals For 2023 23:54

1y ago23:54

23:54

In this episode, we want to set some well-thought-out goals that we can plan for and work hard to achieve. We’ll do that in the area of business, finance, and personal goals with the help of Lee today to give you some things to strive for in every area of life. Here’s some of what you’ll learn in this episode: What personal goals has Lee set for th…

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Ep 95: 4 Common Retirement Questions About Taxes 17:48

1y ago17:48

17:48

Nobody enjoys taxes, especially while they’re working because they eat into so much of our paycheck. But what about retirement? How should we be planning for taxes when we’re no longer working? That’s the topic for this episode of the podcast and we’ll dive into it by addressing four of the most common questions we get from pre-retirees or those th…

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Ep 94: Rookie Mistakes Experienced Investors Make 23:37

1y ago23:37

23:37

In this episode, we’ll cover some of the top rookie mistakes we see people make, and illustrate how to avoid them or how to fix them if you’ve already made some mistakes in your financial life. Plus, we’ll tell you about a recent trip we made to the golf course that included a hole-in-one. Here’s some of what you’ll learn in this episode: How inves…

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Ep 93: Retirement Spending Strategies for 2023 20:58

1y ago20:58

20:58

Most folks enjoy spending money, and it’s pretty easy to do when you’re working because that paycheck gives you a safety net. But how do you spend money in retirement in a way that gives you the best chance of not running out of money? Today we’re going to give you four retirement spending strategies that you might want to consider. Here’s some of …

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Ep 92: Financial Lessons We Can Learn From College Football 17:59

1+ y ago17:59

17:59

The final two weeks of this 2022 football season have been incredible for Georgia fans, but every college football fan had to enjoy the semifinals of the College Football Playoff. As we were watching all this football during the holidays, we started to realize that there are some really great lessons we can take from the sport so many of us love. S…

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Ep 91: Listen To This If You Need Help Understanding Your Financial Statements 19:20

1+ y ago19:20

19:20

Have you ever opened the mailbox to see you have gotten a financial statement, just to toss it in the ‘shred’ pile? Most people have. In this episode, we will cover important parts of your financial statements so you understand what you are looking at amidst all of the fine print. Here’s some of what you’ll learn in this episode: How reliable are i…

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Ep 90: 7 Money Resolutions For 2023 21:42

1+ y ago21:42

21:42

This is the time of year when everybody puts together various lists, whatever the list may be. A lot of times these lists are interesting and helpful, but others are really just marketing tactics. Last year we did an episode “22 Resolutions for 2022”. This year’s list will consist of 7 financial resolutions that apply to everyone. If you do these s…

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Ep 89: The Top 5 401(k) Mistakes You Need to Avoid 22:48

1+ y ago22:48

22:48

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s. Here’s some of what you’ll learn in this episode: If you have chan…

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Ep 88: 24 Things I’m a Big Fan Of 18:38

1+ y ago18:38

18:38

We all have likes and dislikes. As we get older, many of us find more and more things we tend to not be a big fan of, and it can be easy to fall into a negativity trap. With that in mind, I decided to spend some time thinking about the things I am a big fan of. In this episode, I will be sharing some of my favorite things with you, some financial, …

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